How big is Puneet, LLC's plan?

Puneet, LLC's plan reported $909K in assets and 8 participants for 2024.

Original filing (PDF)20250520194026NAL0002113331001

Puneet, LLC

Name: Puneet, LLC — Puneet, LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: Puneet, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Puneet, LLC 401(k) P/S Plan

401(k) retirement plan · Puneet, LLC's Puneet, LLC 401(k) P/S Plan held $909K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

People on this filing

Punitpal S Aulakh signed Puneet, LLC's 2024 Form 5500 as plan administrator.

Punitpal S Aulakh — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Puneet, LLC's EIN is 20-8389463.

EIN 20-8389463

Plan number 001

Plan year 2024

ACK ID 20250520194026NAL0002113331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Puneet, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Puneet, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PUNEET, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

PUNEET, LLC

EIN

all filings

Address

1808 RICHARDS RD SE · #101 · BELLEVUE, WA · 98005

Phone

(425) 378-3368

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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